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SMCISupermicro

Technology · Computer Hardware · Nasdaq

We are a Silicon Valley-based provider of total information technology ("IT") solutions which address demanding workloads from the enterprise and cloud to the intelligent edge. 10-K, Item 1

Employees
7,000
Headquarters
San Jose, CA
CEO
Charles Liang
Next results
around Feb 2, 2027
Compare with peers → Embed

Who owns SMCI

68% of the shares are held by institutions that file 13Fs; the rest by everyone else.

13F filings are quarterly and up to 45 days old. Insider trades: Form 4 rows coded P (bought) and S (sold) at a price, not grants or plan exercises.

Institutional ownership 13F data can be up to 45 days old

Every 13F-HR filed for the quarter ending Jun 30, 2026, from SEC's Form 13F data sets. A 13F lists the long positions of managers with more than $100M in US stocks. Two managers can report the same shares, so totals can count some shares twice.

Held by institutions68.4% 450.60M shares of those outstanding
Holders772 +63 from Mar 31, 2026
Shares held, quarter on quarter +33.4% 151 new, 298 added, 225 cut, 88 sold out
Top 10 holders53% of the shares institutions hold
HolderSharesValue% of companyFrom Mar 31, 2026
BlackRock, Inc. 47.69M$1.4B 7.23% Added +10.0%
VANGUARD CAPITAL MANAGEMENT LLC 36.36M$1.1B 5.52% Added +10.5%
VANGUARD PORTFOLIO MANAGEMENT LLC 32.86M$963.9M 4.99% Added +11.1%
JANE STREET GROUP, LLC 28.79M$844.3M 4.37% Added +551.4%
STATE STREET CORP 24.64M$722.6M 3.74% Added +11.9%
UBS Group AG 19.69M$577.5M 2.99% Added +63.1%
GEODE CAPITAL MANAGEMENT, LLC 15.51M$453.2M 2.35% Added +9.6%
Invesco Ltd. 11.72M$343.7M 1.78% Reduced -0.8%
GOLDMAN SACHS GROUP INC 11.09M$325.1M 1.68% Added +221.9%
TWO SIGMA INVESTMENTS, LP 9.78M$287.0M 1.48% Added ×11
MORGAN STANLEY 9.05M$265.4M 1.37% Added +18.0%
BNP PARIBAS FINANCIAL MARKETS 7.68M$225.3M 1.17% Added +41.4%
RENAISSANCE TECHNOLOGIES LLC 6.79M$199.0M 1.03% Added ×114
NORGES BANK 6.31M$185.1M 0.96% New
Point72 Asset Management, L.P. 4.76M$139.5M 0.72% Added ×149
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 4.72M$138.5M 0.72% Added +13.4%
MARSHALL WACE, LLP 4.62M$135.5M 0.70% Reduced -35.7%
NORTHERN TRUST CORP 4.61M$135.2M 0.70% Added +6.3%
BANK OF AMERICA CORP /DE/ 4.46M$130.8M 0.68% Added +14.5%
Ghisallo Capital Management LLC 4.37M$128.0M 0.66% New
Assenagon Asset Management S.A. 4.35M$127.6M 0.66% Added ×37
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 4.16M$122.0M 0.63% Added +10.6%
DIMENSIONAL FUND ADVISORS LP 3.57M$104.6M 0.54% Reduced -12.6%
CITADEL ADVISORS LLC 3.54M$103.9M 0.54% Added +117.6%
NATIONAL BANK OF CANADA /FI/ 3.37M$98.7M 0.51% Added +26.8%

Bought the most shares

  • JANE STREET GROUP, LLC +24.37M
  • TWO SIGMA INVESTMENTS, LP +8.88M
  • GOLDMAN SACHS GROUP INC +7.64M
  • UBS Group AG +7.62M
  • RENAISSANCE TECHNOLOGIES LLC +6.73M
  • NORGES BANK +6.31M, new
  • Point72 Asset Management, L.P. +4.72M
  • Ghisallo Capital Management LLC +4.37M, new
  • BlackRock, Inc. +4.33M
  • Assenagon Asset Management S.A. +4.23M

Sold the most shares

  • Defiance ETFs, LLC -6.22M, sold out
  • WELLS FARGO & COMPANY/MN -4.28M
  • MARSHALL WACE, LLP -2.57M
  • HAWK RIDGE CAPITAL MANAGEMENT LP -2.32M, sold out
  • DISCIPLINED GROWTH INVESTORS INC /MN -2.32M
  • CANADA PENSION PLAN INVESTMENT BOARD -1.31M
  • Weiss Asset Management LP -1.26M
  • Legal & General Group Plc -787K
  • Walleye Trading LLC -724K
  • BARCLAYS PLC -682K

Superinvestors holding SMCI 13F data can be up to 45 days old

From the latest 13F-HR of each of the investors followed on Investors. A 13F shows holdings at the end of a quarter and is filed up to 45 days later.

None of the followed investors held SMCI in their latest 13F.

13D filings: owners of more than 5% who may push for change

No Schedule 13D about SMCI in the last year.

Work on SMCI in a spreadsheet: Excel workbook (a sheet per section, ten years by column, charts, links to the filings) · CSV. For a Google Sheet that stays up to date, paste =IMPORTDATA("https://tickdelta.com/company/SMCI/export.csv") into a cell.